AWAU
Alliance Wealth Advisors (Utah)’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,571
| Closed | -$327K | – | 237 |
|
|
2023
Q3 | $327K | Buy |
1,571
+9
| +0.6% | +$1.87K | 0.12% | 168 |
|
|
2023
Q2 | $336K | Sell |
1,562
-19
| -1% | -$4.09K | 0.12% | 164 |
|
|
2023
Q1 | $365K | Buy |
1,581
+46
| +3% | +$10.6K | 0.15% | 147 |
|
|
2022
Q4 | $350K | Buy |
+1,535
| New | +$350K | 0.16% | 142 |
|